--- title: "5Paisa Focused Alpha 5 Factsheet | RupeeCase" description: "5Paisa Focused Alpha 5 factsheet: model CAGR 54.08%, max drawdown −24.18%, back tested as of 27 Apr 2026. Holdings, months, falls, costs. Print or save as PDF." source_url: "https://www.rupeecase.com/strategies/factsheets/5paisa-focused-alpha-5" --- Factsheet, model back tested # 5Paisa Focused Alpha 5 factsheet Five stocks, three-week rotation. The most concentrated card on the lineup. Momentum on the Nifty Alpha 50, 5 holdings, rebalanced every 3 weeks. Every figure below is model, back tested and after charges; each block names its date. * **54.08%**CAGR, model, as of 27 Apr 2026 * **−24.18%**deepest model fall * **1.60**Sharpe ratio, model * **₹22K**minimum, about ₹22,000 Print or save as PDF Email me the PDF [Read the 5Paisa Focused Alpha 5 strategy page](/strategies/5paisa-focused-alpha-5) CAGR**54.08%**Nifty 50 TRI line 9.8% Max drawdown**−24.18%**peak to trough, model Sharpe ratio**1.60**Nifty 50 0.73 Minimum capital**₹22K**about ₹22,000 Model, back tested. As of 27 Apr 2026. After charges. Not a promise of future returns. 5Paisa Focused Alpha 5, model**₹968**Nifty 50 TRI, 9.8% CAGR line**₹162** 150 200 300 500 700 ₹100 in the model in May 2021 became ₹968 by Jul 2026; the Nifty 50 TRI line reached ₹162. Log scale. Model, back tested. As of 27 Apr 2026. ### Performance, risk, efficiency * Metric**5Paisa Focused Alpha 5***Nifty 50* * Performance * CAGR**54.08%***9.8%* * Cumulative return**+722.56%***+59.62%* * Sharpe ratio**1.60***0.73* * Sortino ratio**1.65***0.70* * Calmar ratio**2.34***0.58* * Risk * Max drawdown**−24.18%***−16.92%* * Volatility, a year**31.06%***14.04%* * Best week**+15.26%***+6.36%* * Worst week**−10.30%***−6.33%* * Efficiency * Weeks up**62.45%***57.47%* * Average up week**+3.50%***+1.49%* * Average down week**−3.28%***−1.57%* Model, back tested, after charges, weekly figures over the rolling 5 years window to 27 Apr 2026; the Nifty 50 over the same window. CAGR and max drawdown as of 27 Apr 2026. ### Configuration UniverseNifty Alpha 50 TypeMomentum SleevesEquity 100 Holdings5, equal weight in the equity sleeve RebalanceEvery 3 weeks, about 17 a year Max stock price₹10,000 Risk bandVery High TierStarter BenchmarkNifty 50 Minimum capitalAbout ₹22,000, as of 8 Aug 2026 Back test from7 May 2021 Metrics windowRolling 5 years Fee0.2% of traded value per rebalance, nothing else ### Calendar year returns * 2021from May**+10.9%** * 2022**+77.5%** * 2023**+93.7%** * 2024**+105.2%** * 2025**−1.7%** * 2026to May**+22.6%** Model, back tested, after charges, 2021 to May 2026. ### Deepest falls 1. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* 2. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* 3. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* 4. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* 5. **−14.40%**13 Jan 2023 to 28 Apr 2023*105 days* Model, back tested, daily record over rolling 5 years: peak to low, and the days until the record was back at that peak. ### Monthly returns * **2021**Janno dataFebno dataMarno dataAprno dataMay−2.5Jun4.2Jul5.9Aug−1.7Sep−1.8Oct1.5Nov−3.2Dec8.7**Year+10.9%** * **2022**Jan9.4Feb−7.5Mar8.9Apr8.2May−3.2Jun−6.1Jul18.7Aug8.8Sep−3.1Oct11.6Nov9.0Dec7.5**Year+77.5%** * **2023**Jan−14.1Feb1.6Mar6.3Apr4.5May−0.5Jun11.9Jul9.4Aug13.5Sep16.8Oct1.5Nov17.6Dec3.7**Year+93.7%** * **2024**Jan8.6Feb10.6Mar11.2Apr13.8May8.3Jun3.5Jul−3.3Aug1.7Sep2.1Oct4.8Nov3.3Dec10.9**Year+105.2%** * **2025**Jan−14.1Feb−11.2Mar8.5Apr8.0May14.0Jun4.5Jul−11.1Aug−2.1Sep−1.7Oct3.6Nov−0.6Dec4.9**Year−1.7%** * **2026**Jan11.7Feb3.3Mar−11.4Apr18.9May0.8Junno dataJulno dataAugno dataSepno dataOctno dataNovno dataDecno data**YTD+22.6%** Model, back tested, after charges. Each cell is one calendar month, in percent. ### 5 holdings * Equity**96%** * ADANIPOWER**19.9%** * HINDCOPPER**19.9%** * MCX**19.6%** * NATIONALUM**19.3%** * GVT&D**17.3%** Weights on the rebalance day, 27 Apr 2026; they drift with prices until the next rebalance. Model portfolio, not a recommendation to buy or sell any stock. ### Sector allocation * Metals & Mining**40.8%** * Power & Utilities**20.7%** * Banking & Financial**20.4%** * Capital Goods**18.0%** 4 sectors in the equity sleeve, mapped against NSE listings; names not yet in the map are counted as other. ### How it works 1. 4**Rebalance**Every 3 weeks the model runs again; names that fall out are sold, entrants bought, the full list published. 2. 4**Rebalance**Every 3 weeks the model runs again; names that fall out are sold, entrants bought, the full list published. 3. 4**Rebalance**Every 3 weeks the model runs again; names that fall out are sold, entrants bought, the full list published. 4. 4**Rebalance**Every 3 weeks the model runs again; names that fall out are sold, entrants bought, the full list published. ### Costs Platform fee0.2% of traded value per rebalance; no subscription, no AUM fee, no performance fee, no lock in A year on the minimum, about₹230 (1.05% of capital): about 17 rebalances a year, 30% of the book traded each time, an assumption Inside the back testGross +928.77%, estimated costs −86.22 pts, net +842.55%, cumulative over rolling 5 years to 27 Apr 2026 Broker sideBrokerage, STT, exchange charges and GST are paid to your broker ### Rebalance record Published rebalances88, from 14 May 2021 to 27 Apr 2026 CadenceEvery 3 weeks, about 17 a year, on a fixed calendar Names on the latest list5, which can differ from the 5 stock target Model portfolio, back tested rebalance record. Every list is public, with the names that came in and went out. RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost. Prices: NSE BhavCopy; the back test deducts brokerage, STT, exchange charges and GST. https://www.rupeecase.com/strategies/factsheets/5paisa-focused-alpha-5 02The PDF ## Email me the PDF. Reading needs no sign up: everything is on this page, and Print saves it as a PDF. Leave an email to get a copy, and a note when 5Paisa Focused Alpha 5 rebalances or the figures change. Two emails a month at most. Noted on this device. Print saves the PDF any time. 03Documents ## Everything behind the sheet. * [5Paisa Focused Alpha 5 strategy pageFour numbers, the full factsheet with the stress test, the FAQ and Invest.](/strategies/5paisa-focused-alpha-5) * [Rebalance historyEvery published list, 88 rebalances, 14 May 2021 to 27 Apr 2026.](/rebalance/5paisa-focused-alpha-5/) * [Rebalance history, CSVThe record as a file.](/data/rebalances/5paisa-focused-alpha-5.csv) * [5Paisa Focused Alpha 5 as plain textMarkdown, for reading tools and AI assistants.](/strategies/5paisa-focused-alpha-5.md) * [Starter tierLow minimum capital, the place to begin.](/strategies/by-tier/starter) * [DisclaimersHow the model figures are made and what they are not.](/disclaimers) ### Compare 5Paisa Focused Alpha 5 with * [vsNifty 50 Equal WeightCAGR 16.4%, Sharpe 1.13](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) * [vsMidcap SmallcapCAGR 42.6%, Sharpe 1.63](/strategies/compare/5paisa-focused-alpha-5-vs-midcap-smallcap) * [vsAllcapCAGR 44.7%, Sharpe 1.68](/strategies/compare/5paisa-focused-alpha-5-vs-allcap) ### Other factsheets * [lower CAGRDynamic Asset AllocatorCAGR 45.2%, max drawdown −10.6%](/strategies/factsheets/dynamic-asset-allocator) * [Large and midLarge MidcapCAGR 37.8%, max drawdown −19.3%](/strategies/factsheets/large-midcap) * [Large and midLarge Mid HybridCAGR 33.2%, max drawdown −18.3%](/strategies/factsheets/large-mid-hybrid) CAGR and max drawdown on the cards: Model, back tested. As of 27 Apr 2026. 04Questions ## The 5Paisa Focused Alpha 5 factsheet, in plain words. ### What does the 5Paisa Focused Alpha 5 factsheet show? The model, back tested record of 5Paisa Focused Alpha 5: a CAGR of 54.08%, a deepest fall of −24.18% and a Sharpe ratio of 1.60 as of 27 Apr 2026, with 5 holdings rebalanced every 3 weeks. Every figure is after estimated charges and names its date. ### What does it cost to run 5Paisa Focused Alpha 5? 0.2% of traded value per rebalance, nothing else: no subscription, no AUM fee, no performance fee and no lock in. On the minimum that is about ₹230 a year (1.05% of capital), assuming about 17 rebalances a year with 30% of the book traded each time. Brokerage, STT, exchange charges and GST are paid to your broker. ### How much capital does 5Paisa Focused Alpha 5 need? About ₹22,000, enough to hold one share of every name at recent prices, as of 8 Aug 2026. More capital tracks the model weights more closely. ### Are these actual returns? No. RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Model figures are back tested, after estimated charges, and are not actual client returns or a promise of future returns; capital can be lost. Explore next ## Read the record behind the factsheet. * [GuideNifty Alpha 50: how the index works and how to invest in itHow NSE picks and weights it, what it returned, and what it costs to hold.](/guides/nifty-alpha-50) * [Free module 3.1The Momentum Factor11 min read](/learn/path-3/module-3-1-momentum-factor-deep-dive) * [Blog noteAlpha 5: concentration is a position sizeStrategy notes, a short note](/blog/2026-06-16-morning-focused-alpha-5-spotlight/) * [SectorMetals & Mining stocksNSE sector across the 18 index algos](/sectors/metals-mining) * [Free module 2.4How Backtesting Works8 min read](/learn/path-2/module-2-4-how-backtesting-works) ## 5Paisa Focused Alpha 5. Read the rules, then decide. [Invest in 5Paisa Focused Alpha 5](https://invest.rupeecase.com/signup?strategy=5paisa-focused-alpha-5)[Compare head to head](/strategies/compare/5paisa-focused-alpha-5-vs-nifty-50-equal-weight) 54.08% CAGR, model, back tested as of 27 Apr 2026. About ₹22K to start. 0.2% of traded value per rebalance, no lock in.